A. FA489023R0062 CRM TEM Combined Synopsis Solicitation.pdf

COMBINED SYNOPSIS/SOLICITATION (Combo)

FA489023R0062

Cockpit/Crew Resource Management and Threat & Error Management (CRM/TEM)

Program Courseware Development and Training Implementation

This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.

1. This solicitation is issued as a Request for Proposal (solicitation), solicitation number FA489023R0062 in accordance with FAR Parts 12 and 15.

2. This solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular FAC 2024-01, effective 14 November 2023.

3. The North American Industry Classification System Code (NAICS) is 611512 with a business size standard of $34 million. offerors must be registered in the System Award Management (SAM) site found at https://www.sam.gov under the applicable NAICS Code to be eligible for award.

4. IAW FAR 19.203(c) and FAR 19.502-2 this requirement is set-aside for Small Business (SB). All responsible sources may submit a proposal, which if received timely, will be considered by ACC

AMIC/PKB.

5. The contractor shall provide all personnel, courseware development facilities, equipment, tools, materials, supervision, and other items and services necessary to perform this CRM/TEM courseware development and training. These services shall be for the Combat Air Forces (CAF) and other types of USAF Mission Design Series (MDS) aircraft. MAJCOMs participating in this effort are Air Combat Command (ACC), Pacific Air Forces Command (PACAF), Air Education and Training Command (AETC) Air Force Global Strike Command (AFGSC) and the Air Force Reserve Command (AFRC).

CRM/TEM training will primarily be provided to USAF aircrews but may also include aircrews from other military services and foreign governments and contractor personnel who are instructors in other aircrew training contracts.

6. The contract line items (CLINs) associated with this solicitation can be found at Attachment 2 – Pricing Schedule.

7. The provisions at FAR 52.212-1, Instructions to offerors – Commercial Products and Commercial Services (Sep 2023) and addenda applies to this acquisition (Combo Appendix 1).

8. The provisions at FAR 52.212-2, Evaluation – Commercial Products and Commercial Services (Nov 2021) and addenda applies to this acquisition (Combo Appendix 2).

9. The provisions at FAR 52.212-3, Offeror Representations and Certifications – Commercial Products and Commercial Services (Nov 2023) and addenda applies to this solicitation (found within Combo Appendix 4).

10. FAR Clause 52.212-4, Contract Terms and Conditions – Commercial Products and Commercial

Services (Nov 2023) applies to this acquisition (found within Combo Appendix 4).

11. FAR Clause 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders – Commercial Products and Commercial Services (Nov 2023), to include additional FAR, DFARS and DAFFARS clauses applies as outlined later in this notice (found within Combo Appendix 4).

12. Proposals and deliverables must be received no later than 4:00 PM Eastern Standard Time (EST), 18 January 2024 via DoD SAFE or at the following email addresses: alexis.jubon@us.af.mil (contract manager [CM]) and imelda.reantaso.1@us.af.mil (contracting officer [CO]).

13. The proposed performance periods are:

Phase-In: 1 Jun 2024 – 31 July 2024 Base Year: 1 Aug 2024 – 31 May 2025 Option Year 1: 1 Jun 2025 – 31 May 2026 Option Year 2: 1 Jun 2026 – 31 May 2027 Option Year 3: 1 Jun 2027 – 31 May 2028 Option Year 4: 1 Jun 2028 – 31 May 2029 Option Year 5: 1 Jun 2029 – 31 May 2030

14. Award will be made using the Performance Price Trade-off Source Selection Process. The resulting Firm Fixed Price contract will consist of a sixty-day phase-in period, a 10-month base year, and five one-year options. For price evaluation purposes, the phase-in, base year, option years and the six months extension of services will be priced as part of the initial competition. Failure to comply with all instructions contained within this Combined Synopsis/Solicitation could result in the proposal being ineligible for award. It is the offerors responsibility to ensure their proposal meets all the requirements identified herein. See evaluation procedure under FAR Clause 52.212-2 and addendum outlined in this notice.

15. To be eligible for award, the offeror must possess a Secret Facility clearance.

16. Foreign Contractors Participation. Foreign contractors (companies or individuals) participation is prohibited under this solicitation. The acquisition will require the disclosure of classified military information and controlled unclassified information in which foreign contractors are considered non-qualified suppliers and thus are prohibited from submitting proposals. Exceptions may be approved, on a case-by-case limited basis, by the Government contracting agency under direction from the appropriate security agency(ies). The Federal Government reserves the right and has the obligation to impose any security, method, safeguard, or restriction it believes necessary to ensure the unauthorized access to classified information is effectively precluded and that performance of classified services is not adversely affected.

17. Funds are not presently available for this effort. No award will be made under this solicitation until funds are available. The Government reserves the right to cancel this solicitation, either before or after the closing date. In the event the Government cancels this solicitation, the Government has no obligation to reimburse an offeror for any proposal costs.

Combo Appendices:

1) FAR 52.212-1 Instructions to offerors - Commercial Products and Commercial Services (Sep 2023)

2) FAR 52.212-2, Evaluation – Commercial Products and Commercial Services (Nov 2021)

3) Past Performance Cover Letter and Questionnaire

4) Subcontracting/Teaming Consent Form

5) Combo Clauses

Combo Attachments:

1) CRM/TEM Performance Work Statement (PWS), dated 1 Jun 2024

2) Pricing Schedule

3) DD Form 254

4) Question-Comment Matrix

Combo Appendix 1 – Instructions to Offerors

FAR 52.212-1 Instructions to Offerors - Commercial Products and Commercial Services (Sep 2023)

FAR Clause 52.212-1(c) Period for acceptance of offers. Proposals in response to this solicitation will be valid for 180 calendar days.

1.0 SPECIAL NOTICES TO OFFERORS

1.1. Notice to Offerors: Funds are not presently available for this effort. No award will be made under this solicitation until funds are available. The Government reserves the right to cancel this solicitation, either before or after the closing date for receipt of proposals. In the event the Government cancels this solicitation, the Government has no obligation to reimburse an Offeror for any costs incurred in the development of the proposal.

1.2. ONLY THE MINIMUM AMOUNT OF INFORMATION REQUIRED TO PROVIDE FOR

PROPER EVALUATION IS REQUESTED. The proposal shall be clear, concise, and shall include sufficient detail to provide for adequate evaluation and for substantiation of the validity of stated claims.

Submitted documents must contain adequate information to enable the evaluation team to fully ascertain offerors capability to perform contract requirements, must meet the requirements of the RFP, and must address the evaluation factors for award.

1.3. The Contracting Officer has determined there is a high probability of adequate price competition for this acquisition, so offerors are cautioned to submit their best pricing and technical information up-front.

1.4. SECURITY REQUIREMENTS. The offeror must possess a facility clearance equal to the highest classification stated on the Contract Security Classification Specification (DD Form 254) attached to the solicitation. This solicitation will not permit foreign contractor participation. Foreign contractors will not be permitted as the prime contractor due to the required security classifications. A non-US company cannot receive the required Secret Facility Clearance for this contract and thus are prohibited from submitting proposals.

1.4.1. The Government requires a SECRET facility clearance in performance of this contract. Offerors shall possess or acquire a facility clearance equal to the requirement on the DD254 (Combo Attachment

3) without additional authorization (i.e., National Interest Determination (NID)) by the proposal due date. If an offeror does not have the required clearance at the time of proposal submission, the proposal will not be evaluated any further rendering the offeror ineligible for award. Offerors shall provide a copy of their active facility clearance at time of proposal submission that shows the Cage Code for which the clearance is approved and that will be used for the purpose of this award. The Sensitive Compartmentalized Information (SCI) work will take place at a government facility. For a joint venture, a Secret facility clearance is not required for the JV itself if the Offeror is an unpopulated Joint Venture and all members of the Joint Venture possess a Secret facility security clearance.

1.4.2. In the case of Joint Ventures (JVs), the JV itself must possess and submit the required facility clearance or, each member of the JV must have the required facility clearance and a copy of each member’s active clearance must be submitted with the proposal.

1.4.3. In the case of unpopulated Joint Ventures, each member of the Joint Venture must possess the required facility clearance and a copy of each member’s active clearance must be provided at time of proposal submission.

1.4.4. A Joint Venture (JV) without its own active Secret facility clearance will not have access to classified information; all access to classified information will solely be through the cleared Joint Venture member(s). Therefore, a Joint Venture without its own active Secret Facility Clearance is required to submit, as part of its proposal, a Security Plan/Standard Operating Procedure which at a minimum includes the following:

a. identification of the JV member that will be responsible for implementing and managing all security program requirements;

b. a description of the JV and JV members’ roles and responsibilities to ensure compliance with 32 CFR Part 117, NISPOM;

c. execute a formal exclusion resolution confirming the JV itself will not have access to classified information. Further, the joint venture members and all subcontractors shall execute similar resolutions excluding the JV from access to classified information;

d. a copy of the joint venture agreement(s) relating to the establishment of the JV and any subcontracts awarded to the individual JV members as they relate to this solicitation and all security responsibilities;

and

e. a completed Standard Form 328, "Certificate Pertaining to Foreign Interests" for the JV.

1.5. Proprietary Information. Proprietary information submitted in response to this solicitation will be protected from unauthorized disclosure as required by Subsection 27 of the Office of Procurement Policy Act as amended (41 U.S.C. 423) (hereinafter referred to as "the Act") as implemented in the FAR. All information contained in the proposal that an offeror feels is proprietary should be labeled “Source Selection Information—See FAR 2.101 and 3.104.”

1.6. OCCI. IAW FAR 9.5, Offerors shall address Organizational and Consultant Conflict of Interest (OCCI) as a statement on their cover page, which shall indicate if an OCCI does or does not exist. If an Offeror determines a potential or real OCCI issue exists and still wishes to proceed through the proposal process, the Offeror shall notify the CM and CO prior to submission of the proposal to determine if an OCCI Plan is required specific to the requirement.

2.0. GENERAL INSTRUCTIONS

2.1. This solicitation is to provide non-personal services for the follow-on contract for Cockpit/Crew Resource Management (CRM) and Threat & Error management (TEM) courseware development and training in which the contractor shall provide all personnel, courseware development facilities, equipment, tools, materials, supervision, and other items and services necessary to perform this CRM/TEM courseware development and training services. The work identified in the PWS supports CRM/TEM training, as required, for the Combat Air Forces (CAF) and other types of USAF Mission Design Series (MDS) aircraft. MAJCOMs participating in this effort are Air Combat Command (ACC), Pacific Air Forces Command (PACAF), Air Education and Training Command (AETC), Air Force Global Strike Command (AFGSC), and the Air Force Reserve Command (AFRC). The contractor may need to provide CRM/TEM training to aircrews from other military services and foreign governments and contractor personnel who are instructors in other aircrew training contracts.

2.2. This section of the RFP provides general guidance for preparing proposals as well as specific instructions on the format and content of the required proposal volumes. Each proposal must include all data and information requested in the RFP. The offeror shall comply with the solicitation requirements as stated and the PWS. The offeror’s proposal must reflect a thorough understanding of the services required and display a logical development of the offeror's plans to implement all PWS requirements as assessed by the RFP evaluation criteria.

2.3. Offerors shall acknowledge awareness of all amendments to the solicitation by including a signed and dated statement acknowledging each/any amendments signing and including it in Volume III – Factor 3, Price.

3.0. FORMAL COMMUNICATIONS

3.1. Any formal communication shall be submitted in writing (via email) to the POCs below. It is the offeror’s responsibility to confirm receipt of all formal communications.

- Contracting Officer (CO): Imelda Reantaso, imelda.reantaso.1@us.af.mil

- Contract Manager (CM): Alexis Jubon, alexis.jubon@us.af.mil

3.2. All formal communications should include the following solicitation in the subject line: Solicitation

FA4890-23-R-0062.

3.3. Communication Prior to Submission of Proposals. Prior to submission of proposals, Offerors shall address all inquiries to the CM, Alexis Jubon at alexis.jubon@us.af.mil AND the CO, Imelda Reantaso, imelda.reantaso.1@us.af.mil. Questions and clarifications regarding this solicitation must be submitted in writing using the provided Question-Comment Matrix to the CM and CO by COB, 20 December 2023. Questions will not be answered over the phone or submitted by any other means.

3.4. Pre-Proposal Conference.

3.4.1. General. The pre-proposal conference will be held VIRTUALLY on 13 December 2023 at 2:00 PM (ET). All potential offerors are encouraged to attend. Offerors desiring to attend the conference must preregister by COB, 11 December 2023 to receive the Teams meeting information. Offerors that do not pre-register may not have access to the Teams link. The Government reserves the right to cancel or reschedule the conference. The Government will not be liable for any expense incurred by offerors prior to contract award.

3.4.2. Registration. The number of attendees shall not exceed 3 per company or joint venture/partner arrangement. The registration information shall include the company name, individual name(s), phone number, and security clearance level of each attendee. This information is for security purposes. Offerors must submit their pre-registration notification by e-mail to both the CO and CM listed in 3.1.

3.4.3. Advance Questions. Questions concerning this solicitation should be submitted using Attachment 4, Question-Comment Matrix. Each question should reference the specific section, paragraph and/or attachment number of the solicitation (Combo) or PWS (as applicable). These questions must be received by COB, 8 December 2023 for an appropriate response to be given at the conference. Please submit your advance questions and registration information by email to CO and CM listed in 3.1.

3.4.4. Remarks and explanations made at the conference shall not alter the terms and conditions of the solicitation unless the solicitation is formally amended in writing. Any oral statements by Government representatives shall not be binding upon the Government; the CO will make all necessary changes in writing via an amendment if required. If an offeror discovers discrepancies or omissions in any portion of the solicitation, the matter should be submitted in writing and provided to the CO and CM listed in 3.1 as soon as the discrepancy is noted or not later than ten days prior to the proposal due date.

3.4.5. Pre-Proposal Conference Conduct and Requirements. If attending the pre-proposal conference, any potential offeror will update their name to reflect the following “FIRST LAST – Company Name”. Upon entering the Teams meeting, potential offerors will DISABLE CAMERA AND MUTE MICROPHONE.

After the meeting ends, potential offerors shall email the CO and CM listed in 3.1 confirming that they did attend the conference. For any additional questions not submitted prior to the meeting or questions not answered during the meeting, potential offerors shall follow instructions in paragraph 3.3 of this appendix.

4.0. SUBMISSION OF PROPOSALS

4.1. Offerors will submit proposal package electronically via DoD SAFE (https://safe.apps.mil) AND/OR via email to the CO and CM listed in Paragraph 3.0. on or before the date and time specified in this notice. Offerors are advised that DoD and Air Force cyber-security systems may significantly delay or even halt delivery of e-mails and that DoD SAFE is the preferred method of delivery. Therefore, Offerors are strongly encouraged to plan accordingly, submit proposals well in advance of the designated submission deadline, and ensure affirmative receipt of proposals (including all proposal attachments) through use of read/delivery receipts or confirmation from the Contracting Office. In the absence of confirmation from the Contracting Office or other affirmative evidence of receipt, offerors shall assume the proposal has not been received. The Government reserves the right to permit alternate submission platforms, such as DoD SAFE. Proposals not received by the designated submission deadline will be regarded as “late” and will not be considered.

4.2. Email the CM and CO to confirm receipt of submissions by HQ ACC AMIC/PKB. It is the offeror’s responsibility to confirm receipt of the electronic proposal. No paper or hand delivered proposals shall be accepted. If offerors are not familiar with DoD SAFE, contact the Contracting Office for further instructions.

4.3. Offerors Contact Information. Offeror shall provide:

- Names, titles, addresses, telephone, and email addresses of persons authorized to negotiate on the offeror’s behalf with the Government in connection with this solicitation.

- Name, title, and signature of person authorized to sign the proposal. Proposals signed by an agent shall be accompanied by evidence of that agent’s authority, even if that evidence has been previously furnished to the issuing office.

4.4. Partner Arrangement (if applicable). If a partner arrangement or joint venture is contemplated, provide complete information as to the arrangement, including any recent and relevant past performance information (as required) on previous partner arrangements with same partner. If this is a first-time joint effort, each party to the arrangement must provide a list of past and present recent and relevant references.

4.5. Subcontractor Consent (if applicable). Past performance information concerning subcontractors and partners cannot be disclosed to a private party without the subcontractor's or partner's consent. Since past performance information is proprietary source selection information, the prime contractor must submit, with their proposal, subcontractor's/partner’s consent for the Government to disclose its past performance information to the prime during exchanges and debriefs. The completed consent form(s) should be submitted as part of Volume II, Past Performance.

4.6. Offerors are cautioned to strictly comply with all instructions within this solicitation to ensure submission of a complete proposal. Failure to furnish a complete proposal at the time of proposal submission may result in the proposal being considered non-responsive to the Government and eliminated from consideration for award.

4.7. Late proposals will be processed in accordance with FAR 52.212-1(f) “Late submission, modifications, revisions, and withdrawals of offers.” The Government will retain the unopened proposal.

However, the proposal will not be evaluated or considered for award.

4.8. In compliance with FAR Subpart 4.8, the Government will retain an electronic copy of all unsuccessful proposals.

5.0. PROPOSAL PREPARATION INSTRUCTIONS

5.1. The following instructions prescribe the format for proposals and describe the approach to be used for the development and presentation of the proposal data. The proposal shall include all the information requested in the specific instructions. Failure to include all information requested may adversely affect the evaluation. A proposal that merely reiterates or promises to accomplish the requirements of the PWS will be considered unacceptable. A proposal that is orderly and sufficiently documented will enable the Government to easily understand the proposal and perform a thorough and fair evaluation of

it. The Government may incorporate into the contract by reference or full text portions of the successful offeror’s proposal as revised and supplemented through the final proposal revision that is submitted in response to the solicitation.

5.2. Proposal Volumes. Proposals shall be prepared in three separate and distinct volumes:

- Volume I – Factor 1, Technical

- Volume II – Factor 2, Past Performance

- Volume III – Factor 3, Price

5.3. Proposal Format. Specific guidance regarding format and content is discussed in the following paragraphs. The Government will only read/evaluate the maximum number of pages allowed. All pages provided by the offeror more than the stated limitations will be removed from the proposal package unread. The proposal shall only be submitted electronically. The proposal’s content shall be formatted as follows:

- Text: Single-spaced

- Font Size: Microsoft Office Word, Times New Roman, 12-point font

- Margins: One Inch (1”) left, right, top and bottom

- Paper Size: 8½” x 11” with a background color of white

- Page Numbering: Sequential (i.e., 1 through 100)

- Note: The font size requirement does not apply to charts, (i.e., Workload Manning Charts); however, the font size must be reasonable and easily readable. Also, ensure that page numbering is sequential throughout the entire document and that new chapters/sections do not restart the page numbering.

5.4. Legal Size Paper/Foldouts. Any page within the proposal over the standard 8½” x 11” size paper shall be kept to a minimum and only used where a table or other graph cannot be accommodated by a single 8½” x 11” page. Any text included in the fold-out shall be directly related to the foldout contents.

Foldouts will be counted as the appropriate number of pages based on the number of folds (i.e., foldouts with one-fold shall count as one page; each additional fold counts as one additional page). All material shall be contained within the page limit identified for each volume.

5.5. Electronic Formatting. Electronic copies of all proposal information for each volume may be submitted via DoD SAFE (https://safe.apps.mil) using Microsoft Office 2010 or later files and/or Portable Document Format (PDF) files using Adobe Acrobat 9.0 or later. Offerors shall not submit any documents in PDF that cannot be electronically searched. Offerors may use JPEG images for charts or screen shots. Volume III’s supporting data shall be submitted in Microsoft Excel 2010 or later. Offerors shall name using standard naming conventions for each volume (e.g., Offeror name-volume name.docx).

Each volume shall be contained in its own single searchable file with copy/paste capability. The files shall be named in an unambiguous manner, using plain language text, which facilitates the evaluator’s ease of accessing the files for evaluation. Offerors shall insert the file name in the header of each document. Information submitted shall not exceed the page limits stated below. All volumes shall be marked “Original”.

5.6. Pages Not Included in Page Count.

5.6.1. The Government will not include the following in the page limitation: tables of contents, tab/section-divider pages, technical definition page(s), organizational charts, and acronym lists. Pages marked “This page intentionally left blank” will also not be counted. Any pages just mentioned will be counted if they contain any other information, (i.e., diagrams, extraneous data, etc.).

5.6.2. Volume I – Factor 1, Technical: Facility Clearance and Executive Summary will not be included in the page count. Executive Summary will not be included in the proposal page limitation as stated below. If applicable, exceptions will be documented in Volume I’s executive summary and clearly marked as such.

5.7. Proposal Volume Contents. Evaluators will only read up to the maximum number of pages specified. If the page limit is exceeded, the excess pages will be unread and will not be considered for evaluation purposes. Page limitations are as follows:

Table 1. Page Limitations by Volume Volume Title Page Limit I Factor 1 – Technical

Note: Facility Clearance and Executive Summary shall be included in Volume I – Factor 1, Technical. Executive Summary page limit is four pages. There is no page limit for Facility clearance information. Neither the facility clearance nor executive summary count towards the 50-page limit for Factor 1 – Technical.

II Factor 2 – Past Performance Note: For Past Performance Information (PPI) contract references, reference instructions for Volume II – Factor 2, Past Performance, in paragraph 7.0.

Reference Paragraph 7.0.

III Factor 3 – Price Note: For supporting price back-up data, reference instructions for Volume III – Factor 3, Price, in paragraph 8.4.

5.8. Cross-Referencing. Offerors shall not cross reference between volumes. Each volume shall be written on a standalone basis so that its contents may be evaluated without cross-referencing to the other volume of the proposal. Information required for proposal evaluation which is not found in its designated volume will be assumed to have been omitted from the proposal.

5.9. Exceptions. Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications and technical requirements, in addition to those identified as evaluation factors or subfactors. Failure to meet a requirement may result in an offer being ineligible for award. If the offeror finds it necessary to take exception to any of the requirements specified in this solicitation, the offeror shall clearly identify the applicable volume and exceptions with a complete explanation of why the exception was taken, what benefit accrues to the Government (if any), and its impact, if any, on the performance, schedule, price, and specific requirements of the solicitation. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Page limitation is subject to exclusions. Offerors are cautioned that taking an exception may render the offer ineligible for award. This information shall be provided in the format shown in Table 2 below.

Table 2. Solicitation Exceptions Solicitation Document Page/Paragraph Requirement/Portion Rationale and Impact CLIN section PWS, Section X RPF, Section X

Applicable page and paragraph numbers

Identify the requirement or portion to which exception is taken

Describe the rationale and impact of the exception

5.9.1. If the offeror takes no exception to any of the stated requirements in the solicitation, a statement to this effect is required at the front of proposal Volume I in the Executive Summary.

6.0. VOLUME I, FACTOR 1 – TECHNICAL

6.1. Overview. To facilitate the evaluation, the technical volume should be specific, detailed, and complete to clearly and fully demonstrate that the offeror has a thorough understanding of the requirements for the accomplishment of the effort. Statements that the offeror understands, can, or will comply with the PWS (including Air Force (AF) publications, technical requirements, etc.); statements paraphrasing the PWS or parts thereof (including applicable AF publications, technical data requirements, etc.); and phrases such as “standard procedures will be employed” or “well known techniques will be used” etc., will be considered UNACCEPTABLE. Offerors should note that data submitted prior to the proposal submission including data submitted for current contracts and other solicitations will not be considered in the Government’s evaluation; therefore, such data should not be relied upon nor incorporated in the technical proposal by reference. Offerors shall address the requirements noted in this section by imperative verbs regardless of whether such requirements are preceded by “the offeror shall”. The offeror’s proposal shall at a minimum be prepared in a form consistent with the technical criteria set forth in Evaluation Criteria Section of this solicitation. All information that the offeror deems appropriate to address for this factor and its subfactors must be included in the proposal in an orderly format. The technical volume shall address all the technical subfactors and aspects. This section shall not contain any pricing or past performance data.

6.2. Technical Contents.

6.2.1. Facility Clearance. Each offeror shall provide proof that it possesses a Facility Clearance equal to the highest classification stated on the draft Contract Security Classification Specification (DD Form

254) attached to the solicitation.

6.2.2. Table of Contents. A table of contents shall be included in Volume I. Each subfactor, aspect, and section will be clearly marked for easy reference and pages shall be numbered in a consistent/sequential manner as stated under proposal preparation instructions.

6.2.3. Glossary of Abbreviations and Acronyms. Each volume shall contain a glossary of all abbreviations and acronyms used with an explanation for each.

6.2.4. Executive Summary. Included in this volume is the offeror’s Executive Summary (limit is four pages). It should include a concise summary of the offeror’s proposed approach to the Cockpit/Crew Resource Management (CRM) and Threat & Error management (TEM) courseware development and training.

6.2.5. Technical Subfactors. The purpose of this section is to allow the offeror to set forth in the most comprehensive manner its understanding of the program requirements and to demonstrate its ability to meet the evaluation requirements of the Addendum to 52.212-2, Evaluation-Commercial Products and Commercial Services, Factor I, Technical. In this section the offeror shall present a clear and concise description of how it plans to meet contract requirements. The offeror shall describe the performance standards that have been established in each area and explain how performance standards will be met or exceeded. This section shall not contain any pricing or past performance data. The technical section shall address all items stated in paragraphs 6.2.6 and 6.2.7.

6.2.6. Subfactor A: Manning Requirements and Analysis PWS Appendix 1. Under this subfactor, the Government will evaluate two aspects:

6.2.6.1. Aspect 1) Proposal provides a detailed CAT workload analysis derived from PWS workload tables (ref. Appendix 1) that clearly explains the proposed CAT manning, manning mix, full and part-time employees (if used) required for instruction and management. CAT man-year calculations will include all direct, indirect and ancillary time; scheduled leave, holidays, and any other factors affecting workload capability. The analysis should clearly show how the offeror arrived at their manpower estimates and how that manpower is sufficient to cover all programmed and continuation training in the

PWS.

6.2.6.2. Aspect 2) Proposal provides a detailed CWD manning workload analysis derived from PWS Appendix 2 for all courseware requirements that clearly explains CWD manning, manning mix, full and part-time employees (if used). Courseware development time will be presented as both a rate (number of hours proposed per instructional hour) and total hours required to complete all deliverables (listed in Appendix 5 of the PWS) to include administrative support. Offeror will provide a percentage breakdown for each skillset (individual) required to produce a given deliverable and clearly identify the total hours for each skillset (individual) proposed to meet all PWS requirements.

6.2.7. Subfactor B: Training Workload and Management Plan. Under this subfactor, the Government will evaluate four aspects:

6.2.7.1. Aspect 1) Proposed Training Workload Management Plan clearly demonstrates methods, procedures, and policies which ensure all required work is performed IAW with Section 1 and Appendix 1 of the PWS.

6.2.7.2. Aspect 2) If subcontractor/partner(s) are proposed, provide an organizational chart clearly defining the prime and subcontractor/partner(s) roles, duties, percentage of work and responsibilities.

6.2.7.3. Aspect 3) LMS/TMS. Offeror will be evaluated to include a detailed description of the acquisition and implementation of a LMS/TMS system and the transferability of all current LMS/TMS data (IAW PWS para 1.7.2. All data, files, records, lessons and reports from the current LMS/TMS will transfer to any proposed LMS/TMS architecture without loss of material or fidelity. Proposal explains how the contractor will maintain and sustain the LMS/TMS Data, to include redundant master file system(s), back-up procedures and equipment to prevent any loss of data in case of catastrophic events

6.2.7.4. Aspect 4) Remote CRM/TEM Training. Offeror will be evaluated on how they will provide CRM/TEM training via remotely IAW PWS para 1.11. Offeror’s plan must clearly define what media type they will provide to conduct training using “Safety Privilege Information”. The plan will outline how the instructor and students will interact and will include details of class setup and post class requirements.

7.0. VOLUME II, FACTOR 2 – PAST PERFORMANCE

7.1. Volume Contents. The Offeror shall submit a separate, stand-alone past performance volume containing all items listed in Table 3.

Table 3. Past Performance Volume Contents Section/Contents Title Page Limit

Table of Contents No page limit Summary Narrative Two-pages per reference (see 7.3) Past and Present Performance Information

No page limit (see 7.4)

Organization Structure Change History Two-pages in bullet format; no narrative required (see 7.5)

Partner and/or Teaming Arrangement No page limit (see 7.6) Subcontractor and/or Teaming Partner Consent Letter

One page per teaming partner (see 7.4)

7.2. Other Sources. The Government may utilize references other than those identified by Offerors in evaluation of Offerors’ past performance. While the Government may elect to consider data obtained from other sources, the burden of providing accurate, complete, recent, and relevant PPI that demonstrates the ability to perform this requirement rests with the Offeror.

7.3. Summary Narrative.

7.3.1. Overview. This section will describe roles of Offeror, subcontractors, teaming partners, and/or joint venture partners requiring past performance information IAW paragraph 7.0. Include any Award Fee periods, Award Fee percentage earned, Award Fee grading criteria and grading scale, if applicable.

For each performance reference submitted, the summary narrative shall contain:

(a) Contract/Task Order Number and Title

(b) Contract/Task Order Period of Performance (PoP)

(c) Total Contract/Task Order Value

(d) Prime Contractor Name, Cage Code and UEI

(e) Subcontractor Name, Cage Code and UEI

(f) Government Contracting Officer: Name, Title, Agency/Organization, Current Phone Number and Email

(g) Government Program Manager: Name, Title, Agency/Organization, Current Phone Number and Email

(h) Brief description of the scope of work performed relevant to this requirement and any other information the offeror determines pertinent

7.3.2. Recency Determination. A recency determination will be made for each PPI reference provided and any additional sources found by the Government. Recency is defined as active contract performance (minimum of six months) during the last five years preceding the date of issuance of this solicitation.

Contracts (minimum of six months) that were started prior to this time, but still in effect with active performance as of five years from the date of this solicitation, will be considered recent. If a PPI reference is determined recent, the Government will evaluate the Offeror’s performance record during the entire contract period. The Government will not consider performance on an effort that concluded more than five years prior to the issuance date of this solicitation. Further, the Government will not evaluate a PPI reference that is not determined to be recent IAW the recency definition stated in this paragraph. The offeror shall clearly indicate for each contract reference the period of performance in the overview section item (b) in the summary narrative to aide in the recency determination.

7.3.3. Relevant Contracts. Offerors shall submit information on contracts deemed relevant in demonstrating the ability to perform the full range of services IAW PWS requirements and explain how/why the referenced contracts are relevant IAW the relevancy definitions within this paragraph.

Offerors are required to explain what aspects of the contracts are deemed relevant to the proposed effort and to what aspects of the proposed effort they relate. The Government will assess each reference and is not bound by the Offeror’s opinion of its performance or relevance. For relevancy, the contractor shall include how the contract either does or does not meet the relevancy definitions provided in Combo Appendix 2. The Government is not bound by the offeror’s definition or assessment of relevancy.

7.4. Past and Present Performance Information. Past and Present Performance Information shall be submitted using CPAR (or Past Performance Questionnaires [PPQs] if CPAR is unavailable). The Offeror shall provide a CPAR for each referenced contract. The offeror shall submit a maximum of three contract references where it performed as a prime contractor. If the Offeror does not have any past performance where it performed as a prime contractor, the Government will accept past performance from a teaming partner, mentor/protégé, subcontractor, or where the offeror performed as a major subcontractor if the portion of the work completed was similar in size/scope to this requirement. Any teaming partner arrangements, joint ventures, mentor/protégé, or subcontracting teams will be considered. Contract references are required on the offeror as well as any teaming partner or major subcontractor that will perform at least 20% of this effort. Total contract references submitted will not exceed three.

7.4.1. Past Performance Questionnaires (PPQ) (Combo Appendix 3). The Offeror shall send PPQs to each contract reference’s POC identified as part of the Offeror’s past performance volume. POCs must submit completed PPQs directly to the Government per sample PPQ cover letter (Combo Appendix 3).

Offerors shall include POC information (to include name, email, and phone) for each PPQ submission as a part of the past performance volume. When a completed CPAR or similar report is submitted to reflect past performance data, a PPQ is not required. Offerors submitting CPARS for reference shall provide the Government with a copy of the contract evaluation report and not just a contract reference.

7.4.2. No CPAR Available. If an offeror has no finalized government CPARS evaluations on record, then the offeror must submit a max of three completed PPQs (Combo Appendix 3). Offeror must also submit a list outlining to whom the PPQ requests were sent to. The list shall identify the POC name/title, email, organization, phone number.

7.4.3. Joint Ventures (JV). If the offeror is considered a JV, the offeror must provide three references for PPI (see 7.2.) showing the JV as the prime contractor. If the JV itself has no recent/relevant performance history as a Prime, then the offeror must submit at least one finalized CPAR for each JV member. The government will also accept PPI from each JV member where they performed as a major subcontractor if the portion of the work completed was similar in size/scope to this requirement.

7.4.4. Types of Contracts Accepted for PPI.

7.4.4.1. Multiple-award IDIQ. Multiple award IDIQ contract numbers are not allowed to be used as a reference; however, an individual task order issued against the multiple-award IDIQ is allowed. Multiple task orders issued against a multiple-award IDIQ cannot be combined and counted as one contract reference.

7.4.4.2. Single-award IDIQ. Offerors using single-award IDIQ contract numbers as a contract reference shall include BOTH the IDIQ contract number AND the individual task order number(s) to verify and validate that the IDIQ being referenced is in fact a single-award IDIQ contract. A maximum of three task orders issued against a single-award IDIQ can be combined and counted as one contract reference to address the criteria. A method of quality assessment shall be obtainable to the Government (i.e., CPAR or PPQ) for each contract reference.

7.4.4.3. Blanket Purchase Agreements (BPAs). BPA contract numbers are not allowed to be used as a reference. However, the individual call/delivery order numbers issued against the BPA are allowed.

Offerors using single-award BPA call/order numbers as a contract reference shall include BOTH the BPA number AND the individual call/order number to verify and validate that the BPA being referenced is in fact a single award BPA. A maximum of three single-award BPA call/orders issued against a single-award IDIQ can be combined and counted as one contract reference to address the criteria. Multiple award BPA call/delivery orders issued against a multiple-award BPA cannot be combined and will count as multiple contract references. A method of quality assessment shall be obtainable to the Government (i.e., CPAR or PPQ) for each contract reference.

7.5. Organizational Structure Change History. To facilitate the Government’s past performance evaluation, the Offeror shall include a "roadmap" describing any organization structure changes applicable to this effort.

7.6. Subcontractor/Teaming Partner Consent Form (Combo Appendix 4). Past performance information concerning subcontractor and teaming partners cannot be disclosed to a private party without the subcontractor’s or teaming partner’s consent. Because a prime contractor is a private party, the Government will need that consent before disclosing subcontract/teaming partner present and past performance information to the Prime during exchanges. To assist the Government in assessing past performance relevancy and confidence, the Government is requesting that the consent form be completed by the major subcontractors/teaming partners identified in each proposal. The completed consent forms should be submitted as part of the past performance volume.

8.0. VOLUME III, FACTOR 3 – PRICE

8.1. Pricing Schedule. The offeror shall complete Attachment 2 of the solicitation (Pricing Schedule) by inserting the price elements (unit price and extended amount) for all Firm Fixed Price (FFP) Contract Line Item Numbers (CLINs), Phase-In, Base, and all Option years. An offeror’s Total Overall Evaluated Price (TOEP) will be determined by totaling all CLINs including phase-in period, base year, option years, and fifty percent (50%) of the last option period price to cover the option to extend services IAW FAR Clause 52.217-8. Offerors shall include pricing in their proposal for this clause and it shall be calculated at 50% of option year five pricing. Evaluation of the option years shall not obligate the Government to exercise such options. For ease of administration, all total pricing should be rounded to whole dollar amounts and divisible by 12. All rounding shall be annotated.

Important CLIN Pricing Instruction: Price CLINs by MAJCOMs (the percentage should be the total yearly price): ACC (55% of the total annual price); AETC (20%); AFGSC (9%); PACAF (9%); AFRC (7%). The offeror will include any related travel cost in either the CAT or CWD CLINs IAW the PWS.

8.2. Cover Letter. The offeror shall provide a cover sheet/letter which clearly identifies the proposal effort (title, solicitation number, and proposal due date) and identify the official having authority to legally bind the company contractually who will sign the resultant contract award (Standard Form 1449).

Offerors shall acknowledge awareness of all amendments to the solicitation by including a signed and dated statement acknowledging each/any amendments in Volume III – Factor 3, Price. All amendments (should an amendment to the solicitation be required) must be acknowledged and signed by the official identified as the official having authority to legally bind the company as identified in this section. Failure to acknowledge any amendments to the solicitation can result in an offeror being deemed nonresponsive.

Award cannot be made to a nonresponsive offeror.

8.3. Compensation Plan. The employees under this contract are considered to be employed in “professional” occupations, and are therefore exempted from Service Contract Act requirements.

However, offerors shall provide a compensation plan for all employees as detailed in/required by FAR Clause 52.222-46 Evaluation of Compensation for Professional Employees.

8.4. Supporting Price Backup Data. Certified cost or pricing data is not required. However, supporting data is requested to verify that pricing is balanced IAW FAR 15.404-1(g). Supporting data should clearly showcase the methodology used in developing proposed CLIN prices. Supporting data includes, at a minimum, breakdown (by CLIN) of labor (labor category, number of positions, productive hours, and rates used), breakout of Other Direct Costs (ODC), direct and indirect rates, and subcontract costs. Each CLIN should clearly show the profit, ODC, overhead, and any other rates applied. Each CLIN shall show a buildup of rates into the final proposed price for each CLIN. Supporting data must be submitted in an Excel file but may be formatted within the Excel in any manner selected by the offeror if the information requested in this paragraph is addressed. The Government reserves the right to request additional pricing information after receipt and evaluation of the price proposals.

9.0. RESPONSIBILITY DETERMINATION

9.1. For the purposes of deciding contractor responsibility, past performance information may be obtained from sources such as the Government’s Past Performance Information Retrieval System (PPIRS), the Defense Contract Management Agency, interviews with Program Managers, COs, and

Award Fee Determining Officials, and other sources known to the Government. The Government reserves the right to obtain more past performance data from any source that it deems appropriate.

9.2. Representations and Certifications. Complete the required Representations and Certifications section of this solicitation or indicate if information is contained in the System for Award Management (SAM) located at https://www.sam.gov. If the required representations and certifications section is not filled out (either in this solicitation or on SAM.gov), the Offeror is ineligible for award.

10.0. AWARD WITHOUT DISCUSSIONS. The Government reserves the right to Award without Discussions. Based upon review of the initial evaluation results the SSA will decide to either (1) approve award without discussions, or (2) enter the discussion process. The SSA may choose to award a contract based on the initial proposals received without conducting discussions. Offerors may be given the opportunity to clarify certain aspects of the proposal and resolve minor clerical mistakes. However, offerors are not allowed to respond to any identified weakness or deficiency or physically change the proposal. Instead, the SSA will make a best value decision based on the initial proposals as submitted.

11.0. DEBRIEFING OF OFFERORS

11.1 Debriefings are conducted with the goal of identifying to unsuccessful offerors where changes can be made to improve future source selection participation.

11.2. Successful or unsuccessful offerors may request debriefings by providing a written request to the CO and CM. Debriefings shall be conducted in accordance with FAR 15.505 for pre-award debriefings and FAR 15.506 for post-award debriefings.

Combo Appendix 2 – Evaluation Factors

FAR 52.212-2, Evaluation – Commercial Products and Commercial Services (Nov 2021)

(a) The Government will award a contract resulting from the solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate proposals: Factor 1 – Technical, Factor 2 – Past Performance, and Factor 3 – Price. Past Performance is significantly more important than Technical and Price when being evaluated.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced.